Team

Our Team
Is United

by common values of integrity, respect, and humility. These values help form the foundation for the relationships we build with each one of our clients. You will find that we are reliable, down to earth people, grounded in the belief that we must earn your trust every day.

Brad W. Johnson, CFP®

Managing Partner

Jonathan P. Klug, Jr.,
CFP®, CIMA®

Managing Partner

Randy Daniels

Managing Partner

Martha B. Ortega, CRPC®

Director of Operations

Prior to co-founding JDK Wealth Advisors in 2021, Brad worked at Merrill Lynch for 10 years, where he was a Vice President, Wealth Management Advisor. Brad began his career at Frost where he held several roles including stockbroker with Frost Brokerage Services and Assistant Vice President of Frost Capital Markets. He holds a B.S. from the University of Texas at Austin and an M.B.A. in Financial Planning from St. Mary's University. Brad is also a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Brad is involved in the community. He is a member of the Downtown Rotary Club and Young Texans Against Cancer. He was a past board member of the Cotulla La Salle County Chamber of Commerce.

Brad and his wife Lisa have three children. Brad enjoys spending time with family, being outdoors, fishing, playing golf, and eating good food.



210-756-2574

Prior to co-founding JDK Wealth Advisors in 2021, Jonathan worked at Merrill Lynch for 13 years, where he was Vice President, Wealth Management Advisor. Jonathan’s focus is on creating investment strategies that are personally tailored to each client. He balances each client’s short, intermediate, and long-term goals in order to implement the most appropriate financial strategy. His responsibilities for the team include portfolio construction and due diligence.

Jonathan earned his B.B.A. in Finance from the University of Notre Dame. He obtained his CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® designation. With his passion to serve the community, Jonathan currently sits on the Board of Sunshine Cottage School for the Deaf.

Jonathan and his wife Mallory enjoy traveling, anything outdoors and college football.



210-756-2572

Prior to co-founding JDK Wealth Advisors in 2021, Randy worked at Merrill Lynch for 9 years, where he was a First Vice President, Financial Advisor. Randy began his career in the financial services industry in 2005 as a regional analyst for a global commercial bank. He graduated from the University of Texas at San Antonio, with a B.B.A. in Finance.

Randy is a San Antonio native and alumni of St. Anthony Catholic High School. He also serves on the Board of Directors for the UTSA Alumni Association. He currently resides in San Antonio along with his family including wife, Jacy and three daughters. They are very active in their parish community, as well as several non-profit organizations.

When away from the office, you will find Randy at his local CrossFit box.



210-756-2573

Prior to joining the independent firm of JDK Wealth Advisors in 2021, Martha had worked with the team at Merrill Lynch Wealth Management for 7 years. At Merrill, she was a relationship manager, serving as the primary point of contact for the team’s clients. Martha provides exceptional client service and focuses on fundamental business processes and operational management. Martha is fluent in Spanish and supports the team’s communication with international clients.

She began working in the financial services industry in 2007, where she served as a branch manager assistant at Bank of America. She earned a M.B.A. from Texas A&M University- San Antonio and a B.A. in Business Administration from Texas Tech University. Martha earned the designation of Chartered Retirement Planning CounselorSM in 2020.

A native San Antonian, Martha is actively involved in the San Antonio community and supports local non-profit organizations and small businesses.

In her personal time, she enjoys traveling the world, attending local social events, and running.



210-756-2571

Brad W. Johnson, CFP®

Managing Partner

Jonathan P. Klug, Jr.,
CFP®, CIMA®

Managing Partner

Prior to co-founding JDK Wealth Advisors in 2021, Brad worked at Merrill Lynch for 10 years, where he was a Vice President, Wealth Management Advisor. Brad began his career at Frost where he held several roles including stockbroker with Frost Brokerage Services and Assistant Vice President of Frost Capital Markets. He holds a B.S. from the University of Texas at Austin and an M.B.A. in Financial Planning from St. Mary's University. Brad is also a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Brad is involved in the community. He is a member of the Downtown Rotary Club and Young Texans Against Cancer. He was a past board member of the Cotulla La Salle County Chamber of Commerce.

Brad and his wife Lisa have three children. Brad enjoys spending time with family, being outdoors, fishing, playing golf, and eating good food.



Prior to co-founding JDK Wealth Advisors in 2021, Jonathan worked at Merrill Lynch for 13 years, where he was Vice President, Wealth Management Advisor. Jonathan’s focus is on creating investment strategies that are personally tailored to each client. He balances each client’s short, intermediate, and long-term goals in order to implement the most appropriate financial strategy. His responsibilities for the team include portfolio construction and due diligence.

Jonathan earned his B.B.A. in Finance from the University of Notre Dame. He obtained his CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® designation. With his passion to serve the community, Jonathan currently sits on the Boards of Sunshine Cottage School for the Deaf and the Children’s Hospital of San Antonio Foundation.

Jonathan and his wife Mallory enjoy traveling, anything outdoors and college football.



Randy Daniels

Managing Partner

Martha B. Ortega, CRPC®

Director of Operations

Prior to co-founding JDK Wealth Advisors in 2021, Randy worked at Merrill Lynch for 9 years, where he was a First Vice President, Financial Advisor. Randy began his career in the financial services industry in 2005 as a regional analyst for a global commercial bank. He graduated from the University of Texas at San Antonio, with a B.B.A. in Finance.

Randy is a San Antonio native and alumni of St. Anthony Catholic High School. He also serves on the Board of Directors for the UTSA Alumni Association. He currently resides in San Antonio along with his family including wife, Jacy and three daughters. They are very active in their parish community, as well as several non-profit organizations.

When away from the office, you will find Randy at his local CrossFit box.



Prior to joining the independent firm of JDK Wealth Advisors in 2021, Martha had worked with the team at Merrill Lynch Wealth Management for 7 years. At Merrill, she was a relationship manager, serving as the primary point of contact for the team’s clients. Martha provides exceptional client service and focuses on fundamental business processes and operational management. Martha is fluent in Spanish and supports the team’s communication with international clients.

She began working in the financial services industry in 2007, where she served as a branch manager assistant at Bank of America. She earned a M.B.A. from Texas A&M University- San Antonio and a B.A. in Business Administration from Texas Tech University. Martha earned the designation of Chartered Retirement Planning CounselorSM in 2020.

A native San Antonian, Martha is actively involved in the San Antonio community and supports local non-profit organizations and small businesses.

In her personal time, she enjoys traveling the world, attending local social events, and running.